PFI vs. BCHP ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to Principal Focused Blue Chip ETF (BCHP)
PFI
PowerShares Dynamic Financial
PFI Description
The PowerShares Dynamic Financial Sector Portfolio (Fund) is based on the Dynamic Financial Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US financial services companies. These are companies that are principally engaged in the business of providing services and products, including banking, investment services, insurance and real estate finance services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$48.80
Average Daily Volume
5,339
43
BCHP
Principal Focused Blue Chip ETF
BCHP Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company. Blue chip companies are firms that, in PGI"s view, are well established in their industries and have the potential for growth of capital and an expectation for above-average earnings. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.48
Average Daily Volume
7,288
9
Performance
| Period | PFI | BCHP |
|---|---|---|
| 30 Days | -0.60% | 0.45% |
| 60 Days | 0.15% | 3.04% |
| 90 Days | 7.83% | 4.60% |
| 12 Months | 22.30% |
PFI Overweight 40 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARES | A | 4.7% | |
| KNSL | F | 4.26% | |
| JPM | B | 4.22% | |
| APO | C | 3.96% | |
| KKR | C | 3.1% | |
| AJG | D | 3.0% | |
| COOP | A | 2.95% | |
| COIN | D | 2.83% | |
| FCNCA | B | 2.82% | |
| AXP | B | 2.61% | |
| MMC | C | 2.52% | |
| BRO | C | 2.52% | |
| AIG | A | 1.94% | |
| SPG | D | 1.86% | |
| HOOD | C | 1.83% | |
| CB | C | 1.77% | |
| RHP | D | 1.73% | |
| PRI | D | 1.73% | |
| JXN | A | 1.71% | |
| HLI | A | 1.7% | |
| PIPR | A | 1.64% | |
| VCTR | A | 1.55% | |
| OMF | B | 1.5% | |
| EVR | C | 1.48% | |
| TREE | B | 1.47% | |
| SFBS | C | 1.42% | |
| DFIN | B | 1.41% | |
| BGC | A | 1.41% | |
| AGO | D | 1.4% | |
| AGM | C | 1.39% | |
| ORI | A | 1.36% | |
| MTG | C | 1.36% | |
| RGA | A | 1.34% | |
| ERIE | C | 1.34% | |
| SLG | B | 1.31% | |
| HCI | B | 1.26% | |
| SKT | D | 1.25% | |
| OFG | A | 1.24% | |
| RYAN | D | 1.21% | |
| ENVA | B | 1.17% |
PFI: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords
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